All too often, campuses focus solely on technical or “systems” solutions to their facility investment decisions. This approach, which relies upon multiple companies, lacks integration and seldom provides the funding or the program flexibility to effectively manage facility assets; unfortunately, frustration and confusion often result. Key to driving the effective investment program is defining management policies that support investment flexibility to coordinate multiple funding sources, to correct priority needs and to measure performance — both to program objectives and campus improvement. This session will discuss the synergies of Sightlines, ISES, and AssetWorks to illustrate how the coordination of technical data, effective systems, and capital investment policy intersects to enhance the capital planning process to work cooperatively toward achieving your goals.

1. Assess, Analyze, Execute
Three Companies Working Together to Optimize
the Capital Planning Process
Glenn Adams, AssetWorks, LLC
Dan Harrison, ISES Corporation
David Kadamus, Sightlines, LLC

2. What you’re facing…
Facilities and
Asset
Optimization
Capital
Renewal
Backlogs
Worthington Renaissance Fort Worth
April 7‐11, 2014
Budget
Justification
Risk
Mitigation
Information
Silos

3. Liquidity Crisis
“Approximately one‐third of all
colleges and universities have
financial statements that are
significantly weaker than they
were several years ago.”
Worthington Renaissance Fort Worth
April 7‐11, 2014
Denneen & Dretler,
The Financially Sustainable University

4. Your Largest Asset
80%
70%
60%
50%
40%
30%
20%
10%
0%
Balance Sheets Understate Importance of Physical Assets
Selective Liberal
Arts
Worthington Renaissance Fort Worth
April 7‐11, 2014
Private Large Univ. Comprehensive
Univ.
Public Univ.
PPE % of Assets PPE Adj. to Net Assets

5. Worthington Renaissance Fort Worth
April 7‐11, 2014
Asset Inventory & Classification
Recurring Asset Renewal
Non‐Recurring Deficiencies
Concepts
Work Order
Capital Project
Project Portfolios
Planning Groups
Strategic Plan
Property Needs Analysis
Capital Project Request
Capital Budget Request
1. Assessment
2. Multi‐Year
Investment
Plan
4. Execution
3. Project
Selection and
Funding

6. Worthington Renaissance Fort Worth
April 7‐11, 2014
HARPER HALL
Harper Hall

7. Executive Summary
Worthington Renaissance Fort Worth
April 7‐11, 2014
HARPER HALL
Harper Hall
Non‐Recurring Costs = Assessment Deficiencies

8. Executive Summary
Recurring Costs = Condition Assessment Asset Profiles
Worthington Renaissance Fort Worth
April 7‐11, 2014

9. Executive Summary
Worthington Renaissance Fort Worth
April 7‐11, 2014

10. Worthington Renaissance Fort Worth
April 7‐11, 2014
HARPER HALL
Harper Hall

11. Worthington Renaissance Fort Worth
April 7‐11, 2014
Asset Inventory & Classification
Recurring Asset Renewal
Non‐Recurring Deficiencies
Concepts
Work Order
Capital Project
Project Portfolios
Planning Groups
Strategic Plan
Property Needs Analysis
Capital Project Request
Capital Budget Request
1. Assessment
2. Multi‐Year
Investment
Plan
4. Execution
3. Project
Selection and
Funding

12. We Need to Change the Conversation
Language that Drives Effective Policies for…
Worthington Renaissance Fort Worth
April 7‐11, 2014
Space
Release The
Hidden Value in
Balance Sheets
Capital $
Multiyear Plans
that Align to
Mission, & Risk
Operations
Improve
Effectiveness &
Lower Facilities
Overhead Impact

13. Facilities Backlogs Continue to Rise
Current Capital, At +/‐$5 per GSF, is Not Slowing Backlog Growth
$77 $79 $80 $82 $85 $87 $90
$100
$90
$80
$70
$60
$50
$40
$30
$20
$10
Worthington Renaissance Fort Worth
April 7‐11, 2014
18%
16%
14%
12%
10%
8%
6%
4%
2%
0%
$‐
2007 2008 2009 2010 2011 2012 2013
$/GSF
National Average Backlog $/GSF
Backlog/GSF Percentage Change of Backlog

14. Two waves of construction
First wave of buildings are now 50 years old; second wave nears 25 years old
Worthington Renaissance Fort Worth
April 7‐11, 2014

15. Building Portfolio Define a Multi‐Year Investment Plan
“Picking Projects With A Purpose”
Electrical, Plumbing,
HVAC, Mechanical,
Exterior, Interior,
Safety…
Electrical, Plumbing,
HVAC, Mechanical,
Exterior, Interior,
Safety…
Worthington Renaissance Fort Worth
April 7‐11, 2014
?
Apply Building Portfolio
& Timeframe
Apply Investment
Criteria & Timeframe
Multi‐Year
Strategic Plan
Geographic, Program,
Transitional, & Years
Reliability, Asset Preservation,
Program, Economic Operations ,
Safety/Code & Years
Full Inventory of Needs
How Do You Target Needs
Building Portfolio Process
Proposed Solution Current Challenge
Pick Projects
Full Inventory of Needs

16. Worthington Renaissance Fort Worth
April 7‐11, 2014
Asset Inventory & Classification
Recurring Asset Renewal
Non‐Recurring Deficiencies
Concepts
Work Order
Capital Project
Project Portfolios
Planning Groups
Strategic Plan
Property Needs Analysis
Capital Project Request
Capital Budget Request
1. Assessment
2. Multi‐Year
Investment
Plan
4. Execution
3. Project
Selection and
Funding

17. Execution Scenarios
Worthington Renaissance Fort Worth
April 7‐11, 2014
Work Order
Capital
Project

18. Worthington Renaissance Fort Worth
April 7‐11, 2014
Asset Inventory & Classification
Recurring Asset Renewal
Non‐Recurring Deficiencies
Concepts
Work Order
Capital Project
Project Portfolios
Planning Groups
Strategic Plan
Property Needs Analysis
Capital Project Request
Capital Budget Request
1. Assessment
2. Multi‐Year
Investment
Plan
4. Execution
3. Project
Selection and
Funding

19. Assess, Analyze, Execute
Three Companies Working Together to Optimize
the Capital Planning Process
Glenn Adams, AssetWorks, LLC
Dan Harrison, ISES Corporation
David Kadamus, Sightlines, LLC